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Investment Services

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We all need a little guidance now and again, especially when it comes to important financial decisions like saving for college, investing and planning for retirement.  We are proud to have helped hundreds of members strategically plan their financial goals. We hope we can do the same for you.

Our Advisors

We know you don’t want to take financial advice from just anyone … That’s why we’ve teamed* with experts like Financial Consultants Michael Daneau and Alyson T. Quinnelly. They can meet with you – obligation and cost free – to help you decide the best way to reach your financial goals in any of these areas: 

  • Planning retirement and post retirement
  • College planning
  • Annual portfolio reviews
  • Mutual funds
  • Variable and fixed annuities
  • Fee-based managed asset programs
  • Long-term care
  • Life insurance

What to expect when working with our Financial Advisors

  • It’s all about you — Your advisors work directly with you to better understand your needs, goals and objectives to create a financial plan that’s just for you.
  • Get objective advice — Your advisors rely on objective guidance and advice using leading independent research, state-of-the art technology and innovative investment tools to help you make informed decisions.
  • The choice is yours — Your advisors aren’t tied to any specific products, so you know you’ll be getting unbiased investment solutions to choose from.
  • Easy account access — You will have 24/7 access to your account as well as easy–to–read account statements that will keep you informed of your account’s activity and performance.

To learn more about these advisors or to contact them:

MV Retirement & Investmen Services Advisor, Michael Daneau MV Retirement & Investment Services Advisor, Alyson Quinnelly
Michael Daneau
Call 800.356.0067, ext. 2197 or email him.
Alyson Quinnelly
Call 800.356.0067, ext. 2227 or email her.


To view the balance or activity in your investment account, please create an account and then log in at https://myaccountviewonline.com/AccountView/.  If you need assistance or password reset, please contact your Financial Advisor. 

 

*Financial Planning, Securities, and Insurance Products are offered through LPL Financial, and its affiliates. Member FINRA/SIPC. Merrimack Valley Federal Credit Union is not a broker/dealer and not affiliated with LPL Financial. Investments are not NCUA insured, not guaranteed by the Credit Union, and may lose value.

 

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